National Wealth Management Group, LLC First Trust Rising Dividend Ac Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,459 shares of RDVY stock, worth $262,501. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,459
Previous 4,967
10.23%
Holding current value
$262,501
Previous $279 Million
12.5%
% of portfolio
0.19%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding RDVY
# of Institutions
586Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.14 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$881 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$516 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$414 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$401 Million0.31% of portfolio